Commonwealth Equity Services’s US Treasury 20 Year Bond ETF UTWY Stock Holding History

Commonwealth Equity Services’s Portfolio UTWY Stock Details UTWY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$240K	Buy	5,626 +444	+9%	+$18.9K	﹤0.01%	3973
2026 Q1	$222K	Buy	5,182 +495	+11%	+$21.6K	﹤0.01%	3910
2025 Q4	$204K	Buy	+4,687	New	+$207K	﹤0.01%	3973

Other funds holding UTWY

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Commonwealth Equity Services's UTWY Position: Q2 2026 in Review

Commonwealth Equity Services increased its US Treasury 20 Year Bond ETF (UTWY) stake by 8.6% in Q2 2026, buying an estimated $18.9K and bringing the position to 5,626 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #3973.

Commonwealth Equity Services first reported a position in UTWY in Q4 2025 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold UTWY as of Q2 2026.

Commonwealth Equity Services held 5,626 shares of US Treasury 20 Year Bond ETF worth $240K as of Q2 2026.
Commonwealth Equity Services bought 444 US Treasury 20 Year Bond ETF shares in Q2 2026, an estimated $18.9K.
US Treasury 20 Year Bond ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3973 holding.
Commonwealth Equity Services first reported a position in US Treasury 20 Year Bond ETF in Q4 2025 and has held it in 3 quarters since.
6 funds tracked by Wall St. Rank held US Treasury 20 Year Bond ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.